Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,378 | $101,618-37.6% | $93,063-31.9% | $137,256-53.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 18.19% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,073 | $2,707-60.4% | $2,476-56.7% | $4,156-74.2% |
| Participant deferral / active EE | $2,488 | $4,279-41.9% | $3,958-37.1% | $6,407-61.2% |
| Admin fee / account holder | $337 | $6,198-94.6% | $6,033-94.4% | $12,270-97.3% |